Insurance Services Associate
Listed on 2026-01-12
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Insurance
Risk Manager/Analyst
Overview
This position supports the First Citizens Bank Equipment Finance insurance department operations by monitoring the insurance portfolio to insure the integrity of our insurance data and performing testing on all system changes.
ResponsibilitiesReporting: Develops database reports as required by insurance services team members. Runs monthly portfolio management reports for department management.
Audit: Runs weekly audit reports validating that the data received from the insurer is accurate. Runs weekly portfolio audits to identify any issues with respect to insurance status to be addressed by insurance administrators. Maintains process documentation.
Data Review/Testing: Monitors weekly data transmissions between FCB and insurer. Performs monthly data reconciliations between FCB and insurer. Processes all insurance error reports received from FCB and insurer systems to filter the relevant issues that need to be reviewed and addressed by insurance administrators. Works with internal IT groups to perform testing on all system changes made internally with respect to insurance processes.
Works with insurer IT groups to perform testing on all insurer system changes. Performs failover testing during business continuity failovers. Coordinates insurance processing with Infolease team.
Bachelor's Degree and 2 years of experience in Insurance Services
- OR -
High School Diploma or GED and 6 years of experience in Insurance Services
Additional Requirements- Leasing experience
- MS Access (intermediate)
- Business analysis and testing skills (intermediate)
- MS Excel (advanced)
- Report development experience
- Ability to manage multiple projects at a time
- Insurance experience
- Knowledge of Info Lease
- Project management experience
- Sharepoint experience
- SQL (basic)
- Data analysis skills
Benefits are an integral part of total rewards and First Citizens Bank is committed to providing a competitive, thoughtfully designed and quality benefits program to meet the needs of our associates. More information can be found at
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